Investment Planning Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 163,250 shares of SPSM stock, worth $7.54 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
163,250
Previous 135,887 20.14%
Holding current value
$7.54 Million
Previous $6.18 Million 18.58%
% of portfolio
3.67%
Previous 3.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$44.33 - $49.55 $1.21 Million - $1.36 Million
27,363 Added 20.14%
163,250 $7.33 Million
Q2 2024

Jul 22, 2024
BUY
$39.75 - $43.15 $5.4 Million - $5.86 Million
135,887 New
135,887 $5.64 Billion

Others Institutions Holding SPSM

# of Institutions
910
Shares Held
203M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email